Futoshi
Hoshino

Independent Financial Group, LLC

CRD#6720695
Investment Advisor
in San Diego, CA

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About this Advisor

Futoshi Hoshino is a financial advisor based in San Diego, California, with 14 years of professional experience. Hoshino currently works for Independent Financial Group, LLC. Throughout their career, Hoshino has worked at B-Global Agency, Inc, Kdn Sports Japan, Inc, Centaurus Financial Inc and Independent Financial Group. Hoshino has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Independent Financial Group, LLC is a financial advisory firm that has its headquarters in San Diego, California. The investment advisory business has offices in 364 locations and a total of 673 financial advisors. It administers $3 billion in assets among its 15,620 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 27 charitable organizations. Of its 15,620 customer accounts, just 5% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. Fee types charged by Independent Financial Group, LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12671 High Bluff Dr Ste 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

CA Average: $7,578,581,321
Total Number of Employees

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Futoshi Hoshino Work History

Futoshi has 15 years of experience.

2018 - Present (2 years)

Independent Financial Group

2016 - Present (4 years)

B-Global Agency, Inc

2016 - 2018 (2 years)

Centaurus Financial Inc

2005 - 2016 (11 years)

Kdn Sports Japan, Inc

Disclosures

Futoshi Hoshino has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Independent Financial Group, LLC

Danny Thomas
San Diego, CA
Christopher Wellman
San Diego, CA
Robert Gunning
Fresno, CA
Peter Prescott
San Diego, CA
Joshua Szyman
Camp Verde, AZ
Trent Trailov
Kirkland, WA
Skylar Brown
Palm Desert, CA
Matthew Belardes
San Diego, CA

This content was compiled from the SEC and FINRA.

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